Integrations Decision Vault questmate
Decision Vault + questmate

Connect Decision Vault and questmate to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

questmate

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Enable Integrations or automations with these events of Decision Vault and questmate

Enable Integrations or automations with these events of Decision Vault and questmate

Actions

Search Matter

Search Matter

Pull information for a given matter (by id).

PreCreate Matter

PreCreate Matter

Action creates a new matter and returns an invite link to send to the client.

Get Contacts for Matter

Get Contacts for Matter

Pull contacts for a given matter (by id).

Request a new Action for Decision Vault

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Frequently Asked Questions

How do I start an integration between Decision Vault and questmate?

To start, connect both your Decision Vault and questmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in questmate (or vice versa).

Can we customize how data from Decision Vault is recorded in questmate?

Absolutely. You can customize how Decision Vault data is recorded in questmate. This includes choosing which data fields go into which fields of questmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and questmate?

The data sync between Decision Vault and questmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Decision Vault to questmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Decision Vault and questmate?

Yes, you can set conditional logic to control the flow of data between Decision Vault and questmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Decision Vault

About Decision Vault

DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.

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questmate

About questmate

Questmate is an app for managing and sharing recurring tasks, like daily routines or business processes.

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